FSKGX vs. FBGRX
Compare and contrast key facts about Fidelity Growth Strategies K6 Fund (FSKGX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSKGX is managed by Fidelity. It was launched on May 25, 2017. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSKGX or FBGRX.
Key characteristics
| FSKGX | FBGRX | |
|---|---|---|
| YTD Return | 30.29% | 37.57% |
| 1Y Return | 44.57% | 51.19% |
| 3Y Return (Ann) | -3.45% | 7.09% |
| 5Y Return (Ann) | 8.41% | 18.77% |
| Sharpe Ratio | 2.78 | 2.66 |
| Sortino Ratio | 3.74 | 3.41 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 1.14 | 2.45 |
| Martin Ratio | 16.56 | 13.00 |
| Ulcer Index | 2.70% | 3.97% |
| Daily Std Dev | 16.09% | 19.41% |
| Max Drawdown | -49.53% | -57.42% |
| Current Drawdown | -11.88% | 0.00% |
Correlation
The correlation between FSKGX and FBGRX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSKGX vs. FBGRX - Performance Comparison
In the year-to-date period, FSKGX achieves a 30.29% return, which is significantly lower than FBGRX's 37.57% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSKGX vs. FBGRX - Expense Ratio Comparison
FSKGX has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FSKGX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies K6 Fund (FSKGX) and Fidelity Blue Chip Growth Fund (FBGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FSKGX vs. FBGRX - Dividend Comparison
FSKGX's dividend yield for the trailing twelve months is around 0.25%, less than FBGRX's 5.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKGX Fidelity Growth Strategies K6 Fund | 0.25% | 0.32% | 0.27% | 0.00% | 0.11% | 0.50% | 0.85% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 5.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FSKGX vs. FBGRX - Drawdown Comparison
The maximum FSKGX drawdown since its inception was -49.53%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FSKGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FSKGX vs. FBGRX - Volatility Comparison
Fidelity Growth Strategies K6 Fund (FSKGX) has a higher volatility of 6.09% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.39%. This indicates that FSKGX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.